IDEXX Neo Enhancement Requests

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Estimate: Choose consultation to merge an estimate into when converting to consultation

Would like to be able to choose which estimate to merge the consultation into when converting the estimate to a consultation.

  • Guest
  • Feb 12 2019
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  • Guest commented
    10 Jun 14:09
    This would be so helpful for our staff.
  • Guest commented
    21 May 12:43

    It's been 5 years since this was requested and I can't believe it's not been addressed. It is frustrating to not be able to merge the estimate w/ an open consult. It's time consuming to create an estimate, get approval and then have to manually enter every single line item into the open consultation at the risk of missing an charge.

  • Guest commented
    11 Apr 03:38

    we’re in our first week with neo and this seems like it is definitely something my entire staff has mentioned already!

  • Guest commented
    11 Apr 00:38

    how much easier this could make life!

  • Guest commented
    10 Apr 22:45

    would be amazing if they could connect! Yes

  • Guest commented
    10 Apr 15:36
    Yes
  • Guest commented
    10 Apr 14:07
    This would be great 👍
  • Guest commented
    10 Apr 13:22

    yes!

  • Guest commented
    10 Apr 13:13

    YES please for the love of complete medical records approve this!

  • Guest commented
    04 Apr 21:42

    How is everyone currently making them connected?

  • Guest commented
    06 Mar 14:41

    yes. this is becoming an issue for us and frustrating dvms because they cant merge estimates into consults that have already been started. hopefully this update happens soon. it's a huge part of work flow.

  • Guest commented
    17 Feb 04:24
    Yes - it is rare that I would start a consult from an estimate. Very common to create an estimate after the consult has started. Work around is time consuming.
  • Guest commented
    15 Feb 07:12
    Yes!
  • Guest commented
    15 Feb 01:21

    Yes please!

  • Guest commented
    15 Feb 00:49

    Yes!!!! Absolutely needed

  • Guest commented
    November 28, 2023 15:02

    Yes! This is a much needed feature and doesn't make sense to not be able to do this.

  • Guest commented
    April 27, 2023 16:30

    We would love to be able to merge estimates to an already open consult! We could save so much time!

  • Guest commented
    February 22, 2023 13:01

    Yes! Would love to be able to merge an estimate into an already open consultation!